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Amf Tjanstepension Ab Top Holdings and 13F Report (2026)

About Amf Tjanstepension Ab

Investment Activity

  • Amf Tjanstepension Ab has $17.20 billion in total holdings as of September 30, 2026.
  • Amf Tjanstepension Ab owns shares of 119 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 3.65% of the portfolio was purchased this quarter.
  • About 4.29% of the portfolio was sold this quarter.
  • This quarter, Amf Tjanstepension Ab has purchased 121 new stocks and bought additional shares in 18 stocks.
  • Amf Tjanstepension Ab sold shares of 34 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

NVIDIA
$1,795,085,299
Microsoft
$1,446,767,804
Apple
$1,062,780,380
Alphabet
$843,593,188

Largest New Holdings this Quarter

55024U109 - Lumentum
$123,257,750 Holding
573284106 - Martin Marietta Materials
$5,404,580 Holding
038222105 - Applied Materials
$3,394,540 Holding
09260D107 - Blackstone
$2,632,882 Holding

Largest Purchases this Quarter

Lumentum
126,905 shares (about $123.26M)
APPLOVIN CORP
387,237 shares (about $112.47M)
ITT
460,721 shares (about $92.98M)
Progressive
422,094 shares (about $87.50M)
Eli Lilly and Company
65,262 shares (about $75.51M)

Largest Sales this Quarter

Salesforce
920,415 shares (about $211.30M)
Gilead Sciences
521,261 shares (about $77.69M)
Parker-Hannifin
79,587 shares (about $76.04M)
Rollins
1,930,218 shares (about $58.14M)
Danaher
174,440 shares (about $38.65M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmf Tjanstepension Ab

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,795,085,299$26,172,805 ▼-1.4%7,860,08110.4%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,446,767,804$2,589,119 ▼-0.2%2,820,7608.4%Technology
Apple Inc. stock logo
AAPL
Apple
$1,062,780,380$22,482,180 ▼-2.1%3,191,3416.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$843,593,1880.0%2,475,7684.9%Communication Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$685,245,736$24,218,215 ▼-3.4%1,502,1064.0%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$628,686,690$75,513,355 ▲13.7%543,3393.7%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$609,455,781$4,992,717 ▼-0.8%2,446,1403.5%Consumer Discretionary
Bank of America Corporation stock logo
BAC
Bank of America
$520,493,3520.0%9,562,6193.0%Finance
Visa Inc. stock logo
V
Visa
$511,344,1970.0%1,423,0493.0%Finance
LINDE PLC
$422,879,9250.0%890,9302.5%SHS
Prologis, Inc. stock logo
PLD
Prologis
$401,837,401$809,033 ▼-0.2%3,094,8662.3%Real Estate
Western Digital Corporation stock logo
WDC
Western Digital
$384,948,980$1,726,948 ▼-0.4%847,0472.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$376,529,410$1,071,091 ▼-0.3%519,2222.2%Communication Services
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$328,719,4180.0%2,162,2011.9%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$292,073,1340.0%831,6671.7%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$289,449,7300.0%841,2281.7%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$282,262,1710.0%853,1941.6%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$268,528,434$76,039,011 ▼-22.1%281,0581.6%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$267,953,983$1,838,380 ▼-0.7%251,5741.6%Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$264,859,195$5,012,737 ▼-1.9%153,2281.5%Consumer Discretionary
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$250,497,3620.0%2,910,0531.5%Consumer Staples
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$233,082,841$732,885 ▲0.3%2,167,4061.4%Consumer Discretionary
Spotify Technology stock logo
SPOT
Spotify Technology
$231,505,500$12,184,500 ▼-5.0%475,0001.3%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$204,560,350$849,503 ▼-0.4%410,8051.2%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$203,252,844$38,690,554 ▲23.5%388,7701.2%Healthcare
The Progressive Corporation stock logo
PGR
Progressive
$202,784,423$87,504,307 ▲75.9%978,1701.2%Finance
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$179,673,872$1,597,851 ▼-0.9%108,6241.0%Industrials
Adobe Inc. stock logo
ADBE
Adobe
$169,209,767$3,879,830 ▲2.3%705,2171.0%Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$156,764,224$2,220,741 ▲1.4%364,8140.9%Industrials
Citigroup Inc. stock logo
C
Citigroup
$142,395,7590.0%1,099,7510.8%Finance
GE Aerospace stock logo
GE
GE Aerospace
$134,722,531$2,482,081 ▼-1.8%431,4020.8%Industrials
APPLOVIN CORP
$125,803,240$112,465,242 ▲843.2%433,1620.7%COM CL A
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$123,257,750$123,257,750 ▲New Holding126,9050.7%Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$116,714,8390.0%2,544,4700.7%Communication Services
KLA Corporation stock logo
KLAC
KLA
$116,516,873$15,148,595 ▼-11.5%597,7370.7%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$114,496,980$1,512,605 ▼-1.3%127,1680.7%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$110,658,170$20,342,285 ▲22.5%1,028,1350.6%Technology
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$108,609,4220.0%1,699,9440.6%Technology
United Rentals, Inc. stock logo
URI
United Rentals
$103,425,609$19,662,325 ▲23.5%103,3450.6%Industrials
ITT Inc. stock logo
ITT
ITT
$102,035,147$92,982,713 ▲1,027.2%505,5750.6%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$95,360,8460.0%104,7530.6%Consumer Staples
Elevance Health, Inc. stock logo
ELV
Elevance Health
$92,590,8730.0%238,1330.5%Healthcare
GE VERNOVA INC
$88,712,0830.0%93,3330.5%COM
Netflix, Inc. stock logo
NFLX
Netflix
$84,563,775$3,653,715 ▼-4.1%1,215,3460.5%Communication Services
Capital One Financial Corporation stock logo
COF
Capital One Financial
$82,899,2380.0%429,3740.5%Finance
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$79,285,567$1,745,903 ▼-2.2%298,2230.5%Consumer Discretionary
Trane Technologies plc stock logo
TT
Trane Technologies
$79,058,9860.0%174,9170.5%Industrials
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$78,949,9950.0%579,0670.5%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$75,902,3110.0%1,002,1430.4%Utilities
Newmont Corporation stock logo
NEM
Newmont
$74,944,9330.0%649,7740.4%Materials
McDonald's Corporation stock logo
MCD
McDonald's
$73,752,9980.0%319,3600.4%Consumer Discretionary
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$72,582,4920.0%850,7090.4%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$69,569,9200.0%171,0890.4%Healthcare
Morgan Stanley stock logo
MS
Morgan Stanley
$67,820,8960.0%360,5960.4%Finance
Humana Inc. stock logo
HUM
Humana
$59,520,7230.0%155,9890.3%Healthcare
AutoZone, Inc. stock logo
AZO
AutoZone
$59,509,661$2,493,248 ▲4.4%21,0280.3%Consumer Discretionary
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$56,770,9180.0%855,6280.3%Consumer Staples
SLB Limited stock logo
SLB
SLB
$56,066,4890.0%1,150,7900.3%Energy
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$55,115,1780.0%129,1540.3%Healthcare
SHOPIFY INC
$52,028,5340.0%350,8330.3%CL A SUB VTG SHS
Rollins, Inc. stock logo
ROL
Rollins
$48,957,771$58,138,166 ▼-54.3%1,625,4240.3%Industrials
Cigna Group stock logo
CI
Cigna Group
$45,146,8860.0%166,0850.3%Healthcare
The Allstate Corporation stock logo
ALL
Allstate
$45,066,6440.0%203,1310.3%Finance
Sempra Energy stock logo
SRE
Sempra Energy
$42,584,7140.0%546,2380.2%Utilities
Aflac Incorporated stock logo
AFL
Aflac
$41,487,0350.0%371,1490.2%Finance
SAP SE stock logo
SAP
SAP
$40,840,1900.0%195,8950.2%Technology
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$40,525,7080.0%928,4240.2%Healthcare
Baker Hughes Company stock logo
BKR
Baker Hughes
$40,008,6250.0%729,1530.2%Energy
Entergy Corporation stock logo
ETR
Entergy
$39,909,8650.0%402,0740.2%Utilities
Danaher Corporation stock logo
DHR
Danaher
$39,713,059$38,647,182 ▼-49.3%179,2510.2%Healthcare
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$37,973,6300.0%170,6680.2%Healthcare
Stryker Corporation stock logo
SYK
Stryker
$36,542,601$706,651 ▲2.0%132,6940.2%Healthcare
Cencora, Inc. stock logo
COR
Cencora
$34,783,6620.0%115,8490.2%Healthcare
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$32,501,576$28,526,863 ▲717.7%351,9010.2%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$32,402,628$43,694 ▲0.1%59,3270.2%Consumer Discretionary
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$31,712,0900.0%470,9250.2%Utilities
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$30,137,2320.0%294,8560.2%Utilities
Exelon Corporation stock logo
EXC
Exelon
$30,016,8770.0%742,9920.2%Utilities
Valero Energy Corporation stock logo
VLO
Valero Energy
$21,522,0450.0%55,5250.1%Energy
Oracle Corporation stock logo
ORCL
Oracle
$21,325,1610.0%155,3180.1%Technology
American Water Works Company, Inc. stock logo
AWK
American Water Works
$20,148,3800.0%155,6220.1%Utilities
Aon plc stock logo
AON
AON
$16,999,767$16,999,490 ▼-50.0%61,4220.1%Finance
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$16,536,3340.0%105,7040.1%Utilities
Eversource Energy stock logo
ES
Eversource Energy
$16,157,6050.0%251,8330.1%Utilities
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$12,916,089$2,186,430 ▼-14.5%21,1130.1%Technology
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$12,355,179$12,355,057 ▼-50.0%100,9740.1%Finance
Welltower Inc. stock logo
WELL
Welltower
$7,675,511$852,579 ▼-10.0%33,3370.0%Real Estate
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$7,490,748$2,575,401 ▲52.4%380,2410.0%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$6,309,289$1,776,196 ▼-22.0%24,1190.0%Healthcare
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$5,404,580$5,404,580 ▲New Holding11,2640.0%Materials
LAM RESEARCH CORP
$5,358,984$526,602 ▼-8.9%16,3130.0%COM NEW
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$5,142,3190.0%19,4630.0%Technology
Nu Holdings Ltd. stock logo
NU
NU
$4,592,3140.0%362,7420.0%Finance
Woodward, Inc. stock logo
WWD
Woodward
$4,266,0840.0%12,9830.0%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$4,230,343$1,670,826 ▲65.3%50,1820.0%Technology
CELESTICA INC
$4,174,1550.0%11,5490.0%COM
BIRKENSTOCK HOLDING PLC
$3,512,012$2,301,207 ▲190.1%108,3620.0%COM SHS
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,394,540$3,394,540 ▲New Holding6,6380.0%Technology
BANK OF NY MELLON CORP
$3,160,889$783,750 ▼-19.9%21,8550.0%COM
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,130,199$77,693,951 ▼-96.1%21,0010.0%Healthcare

Showing largest 100 holdings. View all holdings.
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